Table of Contents
Attach files to Documents #
You can attach IMAGES or PDF files to a document. This can be useful for a range of situations such as storing signatures, banking slips, agreements or other manually written documents.
Note: PDF pages will automatically get converted to IMAGES.
- Click to attach a file to the opened document
- Double Click the thumbnail for more options
- Smart-Rename will update the filename to the format {AccountNo}_{ID}_{Date}
- Right Click allows you to Load an existing image or Edit (in our image above, it’s rotation is incorrect and zoomed out)
- Shows a range of imaging tools for Crop, Desaturate (make Black/White), Adjust Colors, Mirror, Rotate. Our screenshot shows how this image was ‘fixed’
